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Disclosery

CreativeOne Wealth, LLC: PG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CreativeOne Wealth, LLC on PG, newest first. How the timeline and the estimate are built.

CreativeOne Wealth, LLC held 57,936 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,936 shares
    Change vs previous 13F -4,144 shares

    0.18% of the 13F portfolio, value $8,495,690.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 62,080 shares
    Change vs previous 13F +2,970 shares

    0.21% of the 13F portfolio, value $8,966,785.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 59,110 shares
    Change vs previous 13F -1,453 shares

    0.21% of the 13F portfolio, value $8,471,098.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 60,563 shares
    Change vs previous 13F -5,252 shares

    0.23% of the 13F portfolio, value $9,305,492.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 65,815 shares
    Change vs previous 13F +18,719 shares

    0.27% of the 13F portfolio, value $10,485,654.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,096 shares
    Change vs previous 13F +7,909 shares

    0.24% of the 13F portfolio, value $8,026,199.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 39,187 shares
    Change vs previous 13F +6,066 shares

    0.2% of the 13F portfolio, value $6,569,797.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 33,121 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,736,465.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).